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How to Make a Word Document Fillable

2020-08-14 17:04:53 • Filed to: Word • Proven solutions

There are times when you need to create a form where others can fill out. It is important to mention that creating just a form can be easy, but the main challenge comes with creating a fillable word document. However, how to make a word document fillable should not be a bid deal if you know what to do. But to know exactly what to do, you need to read up the steps required before you start the process. Fortunately, everything you need to know on how to make word document fillable is right here.

How to Make a Word Document Fillable

In order to make a fillable word document, you are likely going to start with a template and then add content control. Content-control encompasses a lot of areas like drop-down lists, text boxes, check boxes, and even databases. The following is a summary of the steps involved.

Step 1: Show Developer tab. To do this, click on File tab> Options> Customize Ribbon. Then under the Customize the Ribbon, select the Developer check box and click OK.

how to make a word document fillable

Step 2: Open a word document. You can click File> New > Blank Document.

Step 3: Add Content to the form. Go to the Developer tab and then Design mode, and you can then insert the controls that you want. It could be a text control where users will be able to enter texts, insert a combo or drop-down list, a date picker, or a checkbox.

fillable word document

Step 4: Set or Change Properties to Content Control. You can click on Properties on the Developer tab.

Step 5: Add instructional text to the form. Customize it by clicking on the Developer tab and then Design Mode. Click Content control, edit placeholder text, and format as needed. Then go back to the Developer tab, click on Design mode, and have the design feature turned off and then save the instructional text.

make word document fillable

Step 6: You can add protection to the form by using the Restrict Editing Command. Open form then click Home> Select > Select All. Then click on Developer > Restrict Editing.

create fillable word document

With these steps above, you have succeeded in making a fillable word document. If you want to test what you have done before distributing it. You can open the form and have it filled out like the user will do and see if it actually works. You can save it in the end.

Advantages of PDF Format

We have seen how to make word document fillable but you may also decide to make your PDF document fillable instead of the word. For this reason, it is important to know how it can be done in PDF. For the avoidance of doubt, it is important to state here that PDF is the most popular file format for anyone sharing documents online. It is used by businesses, corporate organizations, government officials, and even individuals.

The advantages of PDF document format are over all other file formats cannot be overemphasized. In the first instance, a lot of people look to use PDF for the very fact that it is the most secure file format. By security, we mean that PDF cannot be easily compromised. This is because there are a lot of options that tend to guarantee the security of PDF. For instance, you can prevent unauthorized use or access to a PDF file. You can do this by putting a password that will lock it out from being accessed unless the person to access it has a password to open it.

PDFs can only be edited through the use of PDF editors. PDFelement is one of such editors that can help take total control of your PDF. PDFelement with respect to its price and features is the perfect alternative to Adobe. This is why many professionals, businesses, and individuals are now patronizing PDFelement. It is easy to use software with a user-friendly interface and does not require that the user is technically inclined.

PDFelement boasts of topnotch features like editing as easy as it is in word, converting to and from PDF formats, annotating PDFs, digital signature application, redaction, merge and split, and many more. It is a complete PDF solution that provides all the capabilities that you need for your PDF handling.

how to create a fillable word document

How to Make a PDF Document Fillable

Step 1. Open a PDF

Open the form document in PDFelement but you have to use the “Open File” button to upload it to the program.

how to make a word doc fillable

Step 2. Create a Fillable Form

Go to the "Form">"Add Text Field," "Check Box," "drop list," or "combo box," etc. to create the fillable form as you want.

how to create fillable word document

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Margarete Cotty

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